This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
This exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
I'm a Chartered Financial Planner working with clients in Edinburgh, Dalkeith and the Lothians.
If you are in your:
*20s & 30s, I can help you get onto the housing ladder, or move home, and plan for the future while living for today.
*40s, I can help you buy the right home for your family, while saving for the future and planning for your retirement.
*50s, I can help you with retirement and pensions, while dealing with the day to day issues you will no doubt face.
*60s, I can help you find the most appropriate way to turn pensions into income, improve returns on savings and investments, while considering the ideal way to distribute your assets after your death and reduce the amount of Inheritance Tax (IHT) that will be paid.
Born in Edinburgh and now living in Dalkeith I am an Independent Financial Adviser (IFA)
I passionately believe that everyone should have access to high-quality independent financial advice and planning, which is affordable and delivered in a convenient and comfortable environment.
If you have a financial problem, challenge or issue, I’m here to help you.
Spending quality time with clients is very important.
My main goal is to ensure my clients financial goals are fully explored and they understand how to achieve them.
I have worked in Financial Services now for 22 years and understand the importance of ensuring my clients are well looked after.
I firmly believe that people need advice more than ever with such a confusing market place and with banks no longer offering the required level of service. I am passionate that my clients receive the level of care they deserve.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.